Todd Ambrose signed Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's EIN is 34-1667617.
Download the official 2024 Form 5500 (PDF) for Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | — | NEW YORK, NY | CUSTODIAN / CONSULTANT | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS, LLC | — | WASHINGTON, DC | INVESTMENT MANAGER |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in 103-12 investment entity] | Other | — | — | $27.4M | 92.9% | |
| MARCO CONSULTING GROUP TRUST I EQUI MARCO CONSULTING · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | — | $13.1M | 44.4% | |
| MARCO CONSULTING GROUP TRUST FIXED MARCO CONSULTING · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | — | $13.1M | 44.3% | |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.2% |
| $11K |
| — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | INVESTMENT MANAGER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC | 34-1638235 | — | AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALLA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $7K | — |
